Update 2021: The Vancouver Island, Greater Vancouver, Kootenay and Thompson Okanagan chapters are pleased to host Update 2021- Open to the Future! Join us for both 2 half-day sessions on September 29, 2021, 9:00 A.M. to 12:00 P.M. (PDT) & October 6, 2021, 9:00 A.M. to 12:00 P.M. (PDT).
As a benefit of membership, you are entitled to view this webinar for $125 ($200 for non-members). - Use your Advocis Membership ID to trigger the promotional discount in Eventbrite.
- Note: Attendance at both half sessions is required to receive CE Credits
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Register Early:
Available spots are limited and will be on a first-come, first-served basis. - Registration closes on September 27, 2021, at 11:30 P.M. PDT.
- Participants can earn up to six (6) CE credits (includes 1 ethics) for full-day participation for the Seminar, and additional CE credits upon successful completion of the Advanced Learning Modules.
- Full participation is required in both morning sessions of this event along with breakout session interaction to be CE eligible. If you cannot commit to both portions of the event you will not be issued any CE credit.
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At a time of unimaginable uncertainty, the need for financial advice has never been greater. With a future filled with so many unknowns, it's difficult for clients to be open, let alone optimistic, about their financial future. By finding the safest ways to stay connected with clients, financial advisors and financial planners strengthen these trust-based relationships. Working together to explore solutions to situations they never thought they would be facing, they help clients be ‘Open to the Future’, no matter what it may look like.
Advocis Update 2021 will Explore Themes of: - Inclusion, as we consider the value of recognizing and talking about diversity and bias
- Flexibility in salvaging financial plans from cash flow management to tax implications
- Finding innovative solutions to help keep plans on track all while staying safely connected to clients, staff and colleagues.
- Produced and delivered virtually, Advocis Update 2021 will continue to deliver leading-edge continuing education for financial advisors and planners.
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